Administrative Sales Assistant with Tax Experience

Immediately hiring for a Sales Admin with Tax industry experience!

We are seeking a detail-oriented and analytical Sales Information/Sales Administrative Assistant to join a dynamic sales team in Costa Mesa. This position is integral in providing valuable insights that will drive the sales team's performance. The ideal candidate will have experience working with large datasets, particularly in Excel, and will be proficient in identifying trends, extracting key sales data, and analyzing lead conversion performance. Responsibilities will include tracking and managing key metrics such as dead leads, converted leads, and sales ratios, as well as utilizing IRS Logics to enhance analysis and reporting.

• Utilize Excel to clean, analyze, and interpret large sales datasets to extract meaningful insights.
• Generate weekly, monthly, and quarterly reports on sales performance, including dead leads, converted leads, and sales conversion ratios.
• Develop dashboards and visualizations to present data to sales leadership for decision-making.
• Identify and flag dead leads (inactive or non-responsive prospects) and provide actionable recommendations to improve lead follow-up strategies.
• Calculate and analyze sales ratios, including lead-to-sales conversion rates, to evaluate the efficiency of the sales team.
• Collaborate as a team player in the office based in Costa Mesa, working effectively under pressure.
• Communicate insights and data findings clearly and effectively to the sales team and leadership.

• BA in Business, Marketing, or Data Analytics.
• 1-2 years of recent work experience in a similar role.
• Proficiency in Excel and experience with IRS Logics is preferred.
• Excellent communication skills.
• Strong analytical and problem-solving skills.
• Ability to work collaboratively in a fast-paced environment.

Monday to Friday, First Shift

Competitive salary with a range of $27.00 to $32.00 per hour.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.